Yes, customer registers can be imported to Solo in the CSV format. This article explains how.
Customers can import contacts from another system to Solo. Contacts are imported in a CSV file. CSV files are tabular text files where each field of the table are separated with commas and line breaks.
A CSV file contains the following fields:
- Department / contact
- Additional row
- Invoicing address
- Postal code
- Country code (two letter, for example, FI for Finland)
- E-mail address
- Telephone number
- Business ID
- Customer number
- Private customer (1 if the customer is a private person, otherwise empty)
- Language (2 characters)
- VAT number
- E-invoice address
- Operator code
You can download a CSV template here; add the data of your contacts to it and import it to Solo.
The imported data must be exactly as shown in these fields. For example, if you are importing data from a program where the first and last name are in separate fields, you must first combine these fields before you can import the data to Solo.
Start the import by opening the list of contacts. Click “Tools” and select “Import contacts from a CSV file”.
After this, select the file and open it. Next, Solo opens the list in a preview view where you can preview the contacts that will be imported. You can also remove contacts from the list before importing by clicking the trash bin icon in front of the contact.
Next, click “Import contacts” to have Solo import the contacts from the CSV file to the program. If the importing of a row fails, the program will issue an error notification and specify which of the rows could not be imported.